KLapper End User Guide

KLapper End User Guide


KLapper End User Guide

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Introduction

Your Virtual Assistant for Intelligent Counsel, Everywhere!

KLapper is an advanced virtual legal assistant designed to enhance the efficiency and productivity of legal professionals. Built specifically for the fast-paced demands of law firms, KLapper streamlines essential tasks such as document creation, review, and comparison, enabling legal teams to focus on higher-value activities. Whether you need to work across multiple platforms like NetDocuments, iManage, or SharePoint, or seamlessly switch between documents, KLapper ensures that you have the tools to work smarter, not harder. By integrating cutting-edge technology with the specific needs of legal professionals, KLapper offers a reliable, time-saving solution to manage your legal workflows with precision.

Why Legal Professionals Must Use a Generative AI Virtual Legal Assistant 

KLapper Assistants offer a streamlined 1-click deployment process, making them effortlessly accessible across a wide range of platforms, including Microsoft Teams, SharePoint Online (as an app or Guided Search extension), websites, mobile apps, and Windows 11.

KLapper “virtual assistants” powered by Microsoft Azure Open AI Service can be trained with your firm’s line of business data, not just documents from iManage Work DMS/NetDocuments DMS but also firm data from SQL Server, SharePoint, CRM, Time & Billing, Experience Management, Network & Online files/pages, and any modern web application like “ServiceNow”, “Intapp”, “LexisNexis”, “Foundation” etc. (with microservices connectivity).

KLapper can be readily installed within your firm’s Microsoft Azure Tenant, which means that your firm’s data (used to train KLapper’s GenAI model) is 100% secure, private, and only accessible to your firm’s users.

How to Add Assistant in Teams

Click on App
Click on Manage App


Click on Upload an App 
Add the Assistant

 

It will open a screen on your Teams app and the Assistant is ready to start working with and will always be available to engage with from the chat 


View Prompts in Teams

Selecting the View Prompt option opens a dropdown, as shown below, with a selection of prompts that the User can engage the Assistant with

Create document

Use this prompt when you want the assistant to generate a new document based on your input or existing templates. This is useful for drafting reports, contracts, or any custom document.




Steps to create document

  1. Select NetDocuments, iManage or SharePoint as shown in the screenshot above. Below is an example if the user selects NetDocuments.
  1. Select a Cabinet (NetDocuments)
  2. Select Template file that contains Quick Parts
  3. Select Next
  4. Select a reference folder
  5. Select file/s in the reference folder
  6. Reference files can be browsed and added from multiple folders/cabinet
  7. Select Start learning
  8. Once document template has been learnt, select Continue
  9. Map Quick Parts screen opens where user can Identify what needs to be edited

  1. Enter a new file name
  2. Select the location to add the file to
  3. Select Create document button and the file will be added with the modifications in that location

Review document

Use this option to request a thorough review of a document by the assistant. The assistant will provide feedback on structure, content, and can offer edits or improvements.

Steps to review document

  1. Select the prompt Review document
  2. Attach the document along with the prompt and click send
  3. The assistant will prompt to Switch document to start Q&A

Compare documents

This prompt allows you to compare two documents side-by-side, highlighting differences and similarities for easier review. Ideal for checking revisions or merging content from different sources.

Steps to compare documents

  1. Select Compare documents or type the prompt to compare documents
  2. Attach the 2 documents that require to be compared
  3. Select the primary document to be compared with
  4. Select Submit for the assistant to start learning the 2 documents
  5. Select Switch to start the Q&A on the documents

Review NetDocuments content

Choose this prompt if you need the assistant to search, access, or review content stored within NetDocuments. It’s a quick way to retrieve legal or corporate documents for review.

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Steps to Review NetDocuments Content

  1. Select prompt Review NetDocuments Content or type it in the chat box
  2. Enter a temporary Knowledge Base name for the files to review
  3. Select the NetDocument file you want to review from the popup and press Submit
  4. Once it is finished learning press Switch document to start QA

Review iManage content

This option prompts the assistant to fetch or examine files stored in iManage. It ensures you can access critical documents securely within the chat.

A white background with black linesDescription automatically generated

Steps to Review iManage content

  1. Select prompt Review iManage Content or type it in the chat box
  2. Enter a temporary Knowledge Base name for the files to review
  3. Select the iManage file you want to review from the popup and press Submit
  4. Once it is finished learning press Switch document to start QA

Review SharePoint content

With this prompt, the assistant will review documents or data stored on SharePoint. It’s particularly useful for retrieving shared files from team collaboration spaces.

A white background with a black lineDescription automatically generated with medium confidence

Steps to Review SharePoint content

  1. Select prompt Review SharePoint Content or type it in the chat box
  2. Enter a temporary Knowledge Base name for the files to review
  3. Select the SharePoint file you want to review from the popup and press Submit
  4. Once it is finished learning press Switch document to start QA

Switch to document

This prompt helps shift the conversation’s focus towards document-related queries, allowing the assistant to prioritize file analysis or creation tasks.



Steps to Switch to a document

  1. Select Switch prompt from View prompt suggestions or type the command into the box to switch to another document
  2. This prompt needs to be selected to prompt the assistant to Review and Compare documents as well if required to switch over to a new set of documents that the assistant needs training on

Stop

This command pauses or stops the current action or task that the assistant is performing. It can be used to halt an ongoing process or task in the middle of completion.


Steps to Stop a Response

  1. Select Stop from View prompts or type Stop to stop the response being shared by the assistant

Exit 

The exit prompt closes the chat session and ends the interaction with the assistant. It's a simple way to wrap up a conversation after your task is complete.

Steps to Exit a document

  1. Select Exit from View prompts or type Exit to exit the document

How to Add Assistant to SharePoint

SharePoint Online

  1. Download the SharePoint Online SPPKG package from the deploy dropdown menu. 
  1. Deploy the SPPKG package to the SharePoint environment app catalog.   
  1. Navigate to the site for KLapper deployment and add the app in “site contents.”   
  1. The Assistant will be fully integrated into the SharePoint environment, providing seamless access to its features.



Chat box

Attach - This feature allows users to upload documents directly into the chat, making it easy to share information or request document reviews. You can attach multiple types of files, including PDFs, Word documents, and Excel sheets, which the assistant can process or analyze.

Suggestions - The chat provides a set of prompts that help guide the user on what actions they can take with the assistant. These suggestions help simplify the user experience by offering predefined actions like creating or reviewing documents.



Create Document: Use this prompt when you want the assistant to generate a new document based on your input or existing templates. This is useful for drafting reports, contracts, or any custom document.

Example below of steps for NetDocuments:

  1. Select a Cabinet 
  1. Select Template file that contains Quick Parts
  1. Select Next
  1. Select a reference folder
  1. Select file/s in the reference folder
  1. Select Start learning
  1. Once document template has been learnt, select Continue
  1. Map Quick Parts screen opens where user can Identify what needs to be edited
  1. Enter a new file name
  1. Select the location to add the file to
  1. Select Create document button and the file will be added with the modifications in that location

Compare Document: This prompt allows you to compare two or more documents side-by-side, highlighting differences and similarities for easier review. Ideal for checking revisions or merging content from different sources.


  1. Select Compare documents or type the prompt to compare documents
  1. Attach the 2 documents that require to be compared
  1. Select the primary document to be compared with
  1. Select Submit for the assistant to start learning the 2 documents
  1. Select Switch to start the Q&A on the documents

Review Document: Use this option to request a thorough review of a document by the assistant. The assistant will provide feedback on structure, content, and can offer edits or improvements

  1. Select the prompt Review document
  1. Attach the document along with the prompt and click send
  1. The assistant will prompt to Switch document to start Q&A

Review NetDocuments Content: Choose this prompt if you need the assistant to search, access, or review content stored within NetDocuments. It’s a quick way to retrieve legal or corporate documents for review.


  1. Select prompt Review NetDocuments Content or type it in the chat box
  1. Select NetDocuments Source
  1. Select the NetDocument file you want to review from the popup and press Submit
  1. Once it is finished learning press Switch document to start QA

Review iManage Content: This option prompts the assistant to fetch or examine files stored in iManage. It ensures you can access critical documents securely within the chat.

  1. Select prompt Review iManage Content or type it in the chat box
  1. Enter a temporary Knowledge Base name for the files to review
  1. Select the iManage file you want to review from the popup and press Submit
  1. Once it is finished learning press Switch document to start QA

Review SharePoint Content: With this prompt, the assistant will review documents or data stored on SharePoint. It’s particularly useful for retrieving shared files from team collaboration spaces.

  1. Select prompt Review SharePoint Content or type it in the chat box
  1. Enter a temporary Knowledge Base name for the files to review
  1. Select the SharePoint file you want to review from the popup and press Submit
  1. Once it is finished learning press Switch document to start QA

Switch to Documents: This prompt helps shift the conversation’s focus towards document-related queries, allowing the assistant to prioritize file analysis or creation tasks.


  1. Select Switch prompt from View prompt suggestions or type the command into the box to switch to another document
  2. This prompt needs to be selected to prompt the assistant to Review and Compare documents as well if required to switch over to a new set of documents that the assistant needs training on

Stop: This command pauses or stops the current action or task that the assistant is performing. It can be used to halt an ongoing process or task in the middle of completion.

  1. Select Stop from View prompts or type Stop to stop the response being shared by the assistant

Exit: The exit prompt closes the chat session and ends the interaction with the assistant. It's a simple way to wrap up a conversation after your task is complete.

  1. Select Exit from View prompts or type Exit to exit the document

Send - This button is used to send your message, command, or query to the assistant for action. Once sent, the assistant will process your request and respond accordingly.

Version History - This feature allows you to view previous versions of a document, showing any changes that have been made over time. It's especially useful for tracking revisions and maintaining document control.

Expand - Clicking on this will expand the chat window, allowing for a larger view of your conversation. This is helpful when reviewing longer text exchanges or large documents within the chat interface.

Start New Conversation - Use this feature to initiate a fresh chat session, ending the current thread. It's ideal when you want to move on to a different topic or task without referencing the previous conversation.

Minimize - The minimize button reduces the chatbox to a smaller window, allowing you to continue working without the chat obstructing your view. It’s handy for multitasking while keeping the chat accessible.

Chat Messages 

Like - This option lets you express approval for a response given by the assistant. Clicking 'Like' helps improve future interactions by providing feedback on useful responses.

Dislike - Use this to indicate dissatisfaction with the assistant's response. It signals that the feedback or action was not helpful, prompting improvements in the interaction.

Voice - Enables voice input for communicating with the assistant. This feature is useful for users who prefer speaking their queries or commands instead of typing.

Leave comment on response - This feature allows you to provide specific feedback or context about the assistant's response. It’s useful for adding further clarification or noting any issues with the provided solution.

Share response - Clicking this will let you share the assistant's response with others via email, messaging apps, or collaboration platforms. This is particularly useful for team discussions or client communication.

Report legal issue - This option allows you to flag a response or content for legal concerns. It's especially important for ensuring that the information provided complies with legal standards or regulations.



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